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Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
2476
CMG Global Holdings
Texas
$238K -$1.52K -25 -0.6%
NCM
2477
Northside Capital Management
Oregon
$238K – – –
PBO
2478
Peoples Bank (Ohio)
Ohio
$238K – – –
SBF
2479
Sara-Bay Financial
Florida
$238K – – –
TFA
2480
Trinity Financial Advisors
Ohio
$238K – – –
VCM
2481
Viewpoint Capital Management
Washington
$238K – – –
CPA
2482
Capital Planning Advisors
California
$238K +$233K +3,837 New
MLFP
2483
MPS Loria Financial Planners
Illinois
$237K -$48.7K -800 -17%
KCM
2484
Kathmere Capital Management
Pennsylvania
$237K +$233K +3,830 New
CIA
2485
Cascade Investment Advisors
Oregon
$237K – – –
OA
2486
Oxbow Advisors
Texas
$236K -$28.4K -467 -11%
PWM
2487
PBMares Wealth Management
Virginia
$235K -$16.7K -274 -7%
TCBWMS
2488
Texas Capital Bank Wealth Management Services
Texas
$235K +$24.4K +401 +12%
I
2489
INVST
Indiana
$235K +$221K +3,638 New
BCM
2490
Breiter Capital Management
Florida
$234K -$7.78K -128 -3%
C
2491
Certuity
Florida
$233K -$52K -855 -19%
NQWM
2492
Northwest Quadrant Wealth Management
Oregon
$233K -$2.13K -35 -0.9%
PWP
2493
Personal Wealth Partners
Minnesota
$233K – – –
WDL
2494
Well Done LLC
Michigan
$233K – – –
PD
2495
Planning Directions
Pennsylvania
$232K -$791 -13 -0.3%
MFG
2496
Menard Financial Group
Texas
$232K – – –
MSA
2497
McAlister Sweet & Associates
Texas
$231K – – –
WE
2498
Wealth Effects
Massachusetts
$231K – – –
PFG
2499
Peterson Financial Group
Iowa
$231K -$5.66K -93 -2%
IGGA
2500
Iron Gate Global Advisors
Utah
$230K -$2.98K -49 -1%
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100
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